Thrive Wealth Management
SCHW icon

Thrive Wealth Management’s Charles Schwab SCHW Stock Holding History

Thrive Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$314K Sell
3,218
-5
-0.2% -$526 0.04% 188
2026
Q2 		$297K Sell
3,223
-207
-6% -$18.9K 0.04% 194
2026
Q1 		$322K Buy
3,430
+621
+22% +$60.9K 0.05% 170
2025
Q4 		$281K Sell
2,809
-30
-1% -$2.85K 0.04% 189
2025
Q3 		$271K Sell
2,839
-39
-1% -$3.7K 0.04% 194
2025
Q2 		$263K Buy
2,878
+39
+1% +$3.27K 0.04% 194
2025
Q1 		$222K Sell
2,839
-948
-25% -$74.4K 0.04% 199
2024
Q4 		$280K Buy
3,787
+39
+1% +$2.92K 0.05% 162
2024
Q3 		$243K Buy
3,748
+17
+0.5% +$1.12K 0.04% 187
2024
Q2 		$275K Buy
3,731
+110
+3% +$8.13K 0.05% 171
2024
Q1 		$262K Buy
3,621
+317
+10% +$20.9K 0.05% 176
2023
Q4 		$227K Buy
+3,304
New +$191K 0.05% 172

Other funds holding SCHW

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Thrive Wealth Management's SCHW Position: Q3 2026 in Review

Thrive Wealth Management reduced its Charles Schwab (SCHW) stake by 0.16% in Q3 2026, selling an estimated $526 and leaving 3,218 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #188.

Thrive Wealth Management first reported a position in SCHW in Q4 2023 and has held it in 12 quarters since. The position peaked at $322K in Q1 2026. 612 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Thrive Wealth Management held 3,218 shares of Charles Schwab worth $314K as of Q3 2026.
  • Thrive Wealth Management sold 5 Charles Schwab shares in Q3 2026, an estimated $526.
  • Charles Schwab made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #188 holding.
  • Thrive Wealth Management first reported a position in Charles Schwab in Q4 2023 and has held it in 12 quarters since.
  • Thrive Wealth Management's Charles Schwab position peaked at $322K in Q1 2026.
  • 612 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.